Aditya Birla Sun Life Bal Bhavishya Yojna Wealth IDCW Payout Direct Plan
SIP amount
Temporarily restricted by fund house
Lumpsum amount
Temporarily restricted by fund house

Aditya Birla Sun Life Bal Bhavishya Yojna Wealth IDCW Payout Direct Plan

NAV
₹18.1700
-0.55%
(21 Feb)
AUM
1,032 Cr
TER
0.94%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.1%
+6.8%
+3.4%
NA
3Y
+7.4%
NA
+11.8%
NA
5Y
+11.6%
NA
+11.7%
NA
ALL
+11.5%
+9.5%
+11.6%
NA
VOL
11.3%
15.4%
16.5%
NA
TER
1.3%
0.9%
0.9%
0.3%
AUM
₹869 Cr
₹60 Cr
₹1,032 Cr
₹73 Cr
INFO
1.02
0.62
0.70
--
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
ABSL Bal Bhavishya Yojna Wealth IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jan
Top holdings
ICICI Bank Ltd
6.6%
Infosys Ltd
5.3%
HDFC Bank Ltd
4.9%
Reliance Industries Ltd
4.1%
Axis Bank Ltd
2.7%
Larsen & Toubro Ltd
2.7%
Bharti Airtel Ltd
2.6%
Maruti Suzuki India Ltd
2.4%
Mahindra & Mahindra Ltd
2.2%
Welspun Corp Ltd
2.1%
Top industry exposure
Financial Services
27.0%
Consumer Cyclical
16.7%
Industrials
10.2%
Basic Materials
9.2%
Technology
8.7%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
53%
Lock-in period
5Y
Exit load
No exit load
Fund objective
The investment objective of the Wealth Plan is to seek generation of capital appreciation by creating a portfolio that is predominantly investing in equity & equity related securities and debt and money market instruments.
Fund manager(s)
Chanchal Khandelwal
Harshil Suvarnkar
Dhaval Joshi

FAQs